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Stephanie Ann Yoingco

LPl Financial LLC

Rockville, MD

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-07-23
  • MD RA
    APPROVED
    Since 2025-07-23

Branch Locations

17 W Jefferson St Ste 4 Suite 4, Rockville, MD 20850 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Bethesda MD 08/2015 02/2017
H. Beck, Inc. Rockville MD 02/2017 03/2021
Grove Point Advisors, Llc Rockville MD 04/2021 05/2023
Grove Point Investments, Llc Rockville MD 04/2021 05/2023
Cured/ 18Th And 21St Columbia MD 05/2021 01/2023
Lowe's Home Improvement Westminster MD 10/2021 04/2022
Window Nation Hanover MD 02/2022 04/2023
Massmutual Life Insurance Co Rockville MD 05/2023 07/2025
Mml Investors Services, Llc Rockville MD 06/2023 07/2025
Clyde's Tower Oak Lodge Rockville MD 04/2023 07/2025
Waterford Wealth Management Rockville MD 02/2017 05/2023
Lpl Financial Rockville MD 07/2025 Present
Wild Oak Tavern Frederick MD 01/2025 Present
  • 08/2015 → 02/2017
    Citigroup
    Bethesda, MD
  • 02/2017 → 03/2021
    H. Beck, Inc.
    Rockville, MD
  • 04/2021 → 05/2023
    Grove Point Advisors, Llc
    Rockville, MD
  • 04/2021 → 05/2023
    Grove Point Investments, Llc
    Rockville, MD
  • 05/2021 → 01/2023
    Cured/ 18Th And 21St
    Columbia, MD
  • 10/2021 → 04/2022
    Lowe's Home Improvement
    Westminster, MD
  • 02/2022 → 04/2023
    Window Nation
    Hanover, MD
  • 05/2023 → 07/2025
    Massmutual Life Insurance Co
    Rockville, MD
  • 06/2023 → 07/2025
    Rockville, MD
  • 04/2023 → 07/2025
    Clyde's Tower Oak Lodge
    Rockville, MD
  • 02/2017 → 05/2023
    Waterford Wealth Management
    Rockville, MD
  • 07/2025 → Present
    Lpl Financial
    Rockville, MD
  • 01/2025 → Present
    Wild Oak Tavern
    Frederick, MD
Previous Registrations
  • 2023-06-28 → 2025-07-18
    Rockville, MD
    Union Bridge, MD
  • 2021-04-01 → 2023-05-31
    Grove Point Advisors, Llc
    Rockville, MD
    Rockville, MD
    Rockville, MD
  • 2017-02-28 → 2021-04-01
    Grove Point Investments, Llc
    Rockville, MD
    Union Bridge, MD
  • 2015-08-10 → 2017-03-10
    Bethesda, MD
    Chicago, IL
    Washington, DC
    Mclean, VA
    Fairfax, VA
    Rockville, MD
  • 2010-07-12 → 2015-08-11
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Emmitsburg, MD
    Thurmont, MD
    Libertytown, MD
    Walkersville, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
  • 2008-03-31 → 2010-07-09
    Gaithersburg, MD
    Bethesda, MD
Other Businesses

1) 06/2025 - Woodchurch Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100 % Time Spent 2) 06/2025 - HHM Hospitality / Outside/W-2 Employment / Server / Non Inv Related / Frederick MD 21701 / Start date 01/15/2025 - 50 hrs per month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-28
  • S66 Uniform Combined State Law Examination
    2008-03-28
Other Names
  • Stephanie Ann Rihel

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